currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
the Financial Services Industry including basic product knowledge and related commission / fee payment deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received Develop and maintain good relationships with all product providers 4. Knowledge Knowledge and understanding the Financial Services Industry including basic product knowledge and related commission / fee payment
the Financial Services Industry including basic product knowledge and related commission / fee payment deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received Develop and maintain good relationships with all product providers 4. Knowledge Knowledge and understanding the Financial Services Industry including basic product knowledge and related commission / fee payment
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules